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PWV vs SCHV

Invesco Dynamic Large Cap Value ETF vs Schwab U.S. Large-Cap Value ETF

PWV

Invesco Dynamic Large Cap Value ETF

Invesco

Annual cost

0.55%

Fund size

$1.5B

SCHV

Schwab U.S. Large-Cap Value ETF

Schwab ETFs

Annual cost

0.04%

Fund size

$15.2B

Key differences

  • SCHV costs 0.51% less per year.
  • SCHV is significantly larger than PWV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, PWV has delivered higher annualized returns.

Side-by-side comparison

PWVSCHV
Annual cost (TER)0.55%0.04%
Fund size (AUM)$1.5B$15.2B
Since20052009
Dividend yield1.83%1.85%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.2%+28.0%
CAGR 3Y+21.3%+18.2%
CAGR 5Y+12.7%+10.2%
Sharpe 3Y1.281.10
Volatility 1Y9.39%10.69%
Max drawdown-37.67%-37.08%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to PWV and SCHV